Nathan
Stucky

Lpl Financial LLC

CRD#6107863
Investment Advisor
in Lenexa, KS

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About this Advisor

Nathan Stucky is a financial advisor based in Lenexa, Kansas, working with Lpl Financial LLC. Nathan has previously held positions at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Woodbury Financial Services Inc, Clayton Wealth Partners, Commerce Brokerage Services, and Lpl Financial LLC. Nathan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Nathan is part of Lpl Financial LLC, which operates out of Lenexa, Kansas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

8700 Monrovia
Lenexa, KS 66215

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

KS Average: $646,059,043
Total Number of Employees

35,841

KS Average: 13
Total Number of Accounts

1,910,545

KS Average: 661
Average Account Size

$242,588

KS Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nathan Stucky Work History

2023 - Present (1 year)

Lpl Financial LLC

2018 - Present (6 years)

Commerce Brokerage Services

2016 - 2018 (2 years)

Clayton Wealth Partners

2015 - 2016 (1 year)

Woodbury Financial Services Inc

2012 - 2014 (2 years)

Mutual Of Omaha

2012 - 2014 (2 years)

Mutual Of Omaha Investor Services, Inc

Disclosures

Please visit the SEC profile of Nathan Stucky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Stanley Tzikas
Fairfield, CA
John Dardis
Metairie, LA
Carey Wolf
West Bend, WI
Mitchell Hesen
Woodland Hills, CA
Molly Miller
La Mesa, CA
Debra Nelson
Mt. Pleasant, SC
Patrick Lee
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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